Year-round strategy.Accurate filings.
Filing an accurate return records history; planning before 31 December changes what you actually owe. Northline Tax Studio works year-round with business owners, professionals and families in Columbus to structure entities, forecast quarterly taxes and file defensible federal and multi-state returns.
- Location
- Columbus, Ohio
- Weekday hours
- 9:00 AM to 6:00 PM
- Credentials
- Licensed CPAs and IRS Enrolled Agents
01 · Services
Returns, advisory & assurance
Every return undergoes a two-level CPA/EA technical review, whether it is a multi-member partnership filing, an S-Corp election or an IRS notice response. Nothing on this website completes a booking.
01.1 · Priced index
- 01Individual & equity-comp returnsfrom $495
- 02Business tax returnsfrom $1,250
- 03Compiled & reviewed financialsfrom $1,650
02 · Approach
Year-round advisory access, with the engagement fee scoped in writing first.
Clients often arrive frustrated by accountants who disappear from May to February and send unexpected hourly bills for quick email questions. Northline Tax Studio scopes engagements upfront in plain writing, checks in ahead of Q3 and Q4 deadlines to model real cash and retirement moves, and manages every document through an encrypted client portal. How the studio works.
02.1 · Three steps
From the first question to finished work
-
01
Prior-year return diagnostic
Last year’s return is uploaded to a secure guest link ahead of a 30-minute consultation, so missed elections are spotted and the fee quoted accurately.
Before anything is charged
-
02
Written engagement scope
A digital engagement letter is approved, with a tailored checklist asking only for the documents relevant to your actual life and business.
Before preparation starts
-
03
Two-level review and walkthrough
Federal and state filings are prepared and reviewed, then walked through on a one-page summary before you sign electronically.
The agreed date
02.2 · What one engagement contains
- 01 Scope
- An upfront engagement letter with a written scope and fee estimate. Quick five-minute questions during the year do not trigger surprise hourly bills.
- 02 Inputs
- W-2s, K-1s, prior returns and Form 8879 e-signatures move only through an encrypted portal with multi-factor authentication, never email attachments.
- 03 Handoff
- A one-page summary of the return showing the effective tax rate, carryforward attributes and filing confirmations.
- 04 Next step
- Calibrated quarterly estimated payment dates for the year ahead, and a check-in before the Q3 and Q4 planning window closes.
03 · Gallery
Inside the advisory practice
04 · Staff
Licensed CPAs & Enrolled Agents
04.1 · Managing partner
Marisol Vance
CPA, MST · Managing Partner & Principal Tax Adviser
Licensed CPA holding a Master of Science in Taxation, with 17+ years advising closely held S-Corporations, partnerships, physicians and real estate investors.
04.2 · IRS representation
Otis Brennan
EA · Senior Tax Manager & IRS Representation Lead
Federally licensed Enrolled Agent specialising in IRS and state audit and notice representation, multi-state residency filings and equity-compensation taxation.
05 · Reviews
What owners & families say
01
After relocating mid-year and selling vested RSUs and ISOs, my tax situation turned into a tangle of supplemental W-2 withholdings and two state returns. Otis audited every lot against my vest confirmations and adjusted the $0 cost basis reported on the raw 1099-B. …
Lucas R.
- Written
- Full review
- Read the full review
02
With four partners and equipment financing across two states, our previous CPA pushed us onto last-minute September extensions every single year. Adaeze and Marisol cleaned up our fixed-asset depreciation ledger and issued formal compiled financials for our equipment line renewal. …
Tomasz G.
- Written
- Full review
- Read the full review
03
My consulting practice crossed $260,000 in net profit while I was still filing on a plain Schedule C. Marisol modelled the exact break-even point for an S-Corporation election, documented a defensible reasonable salary study and set up our state PTET payment before 31 December. …
Dr. Evan & Claire M.
- Written
- Full review
- Read the full review
06.1 · Answers
01 At what profit level does switching an LLC to S-Corporation taxation make sense?
As a general benchmark, once an active service or operating LLC consistently generates $80,000 to $100,000+ in net annual profit after expenses, an S-Corp election often produces meaningful payroll and self-employment tax savings, even after formal officer payroll, state franchise fees and a separate Form 1120-S return. S-Corps can affect the Qualified Business Income (QBI) deduction, so the studio always runs an exact dollar-for-dollar simulation before electing.
02 Does filing a six-month extension increase the chance of an IRS audit?
No; that is one of the oldest myths in tax preparation. Millions of businesses and families file routine Forms 7004 and 4868 every spring, especially when waiting on corrected brokerage 1099s or partnership K-1s. An extension extends the time to file, not the 15 April deadline to pay tax owed.
03 What should I do if I receive a CP2000 or other notice from the IRS or state?
Don’t panic, and don’t immediately mail a cheque because a computer-generated notice shows a balance due. Check the response deadline printed in the upper-right corner (typically 30 days) and upload all pages of the notice to the secure consultation link.
04 What documents are needed before a fee is quoted?
Share a PDF copy of your most recent filed federal and state returns (personal and business, if applicable) with a quick summary of anything new this year, such as a new entity, home purchase, rental property, stock sale or state move. That allows an exact written fee quote during the introductory consultation.
07 · Contact
Schedule a tax consultation
An enquiry is answered by email during office hours. Please do not include Social Security numbers; a secure portal link is sent for documents. A message is a question, not an appointment, and nothing on this website confirms one.